Arthur
Perry
Morgan Stanley
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About this Advisor
Arthur Perry is a financial advisor based out of Kansas City, Missouri who has 11 years of industry experience. Perry is an advisor for Morgan Stanley. Perry has gained experience at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Perry maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can work in Missouri and Texas. Morgan Stanley is an advisory business based in Purchase, NY. The investment advisory business has offices in 930 locations and a total of 28,000 advisors. It administers $1 trillion in total assets across its 2,233,188 accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm advises 30,383 charities and foundations. Of its 2,233,188 client accounts, just 1% are associated with high-net-worth clients who have at least $1 million in assets available to invest. The business performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees for financial management largely vary depending on which service is provided. However, fee types charged by Morgan Stanley most likely are comprised of asset-based, fixed, commission-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Morgan Stanley Brokerage Details
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$1,185,061,196,999
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
28,000
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2,233,188
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$530,659
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Arthur Perry Work History
Arthur has been registered as a financial advisor for 11 years.*
Morgan Stanley Private Bank, National Association
Morgan Stanley Smith Barney
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Arthur Perry to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Morgan Stanley
Oak Brook, IL
New York, NY
Oakland, CA
Fort Lauderdale, FL
Walnut Creek, CA
Baltimore, MD
Pueblo, CO
Blue Bell, PA
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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